--- title: "Importing/Exporting Points and Customers" slug: "importingexporting-points-and-customers" tags: ["Loyalty and Referrals"] updated: 2026-10-28T11:56:13Z published: 2026-10-28T11:56:13Z canonical: "support.yotpo.com/importingexporting-points-and-customers" excludeFromSearch: true excludeFromExternalSearch: true --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Importing/Exporting Points and Customers Products Loyalty & Referrals ###### Supported plans Free, Pro, Premium, Enterprise ###### eCommerce Platform N/A ## Goals and Outcomes Whether you're switching platforms, awarding bonus points, or updating customer information in bulk, Yotpo Loyalty & Referrals makes it easy to import and export customers and their loyalty points. In this article, you’ll learn how to properly format your CSV file, upload customer data, and ensure a smooth import or export process no matter the size of your customer base. ## Importing Customers and Points **Importing customers and point balances may be necessary when:** - Migrating to Yotpo Loyalty & Referrals from another platform - Updating point balances for multiple customers - Awarding multiple customers with bonus points - Opting customers in/out of the loyalty program Important Making changes to customer point balances may trigger emails or other point-based programs. For example, if you've set email triggers according to point balances, updating point balances past the defined thresholds may trigger those emails. To prevent this, we recommend temporarily disabling such programs while updating point balances. To import customers and points, log into your Yotpo account and access this page: [https://app.yotpo.com/loyalty/csv-import](https://app.yotpo.com/loyalty/csv-import) ![The CSV import page UI](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/import-customers-from-csv(2).png?sv=2026-02-06&spr=https&st=2026-11-10T10%3A42%3A26Z&se=2026-11-10T11%3A42%3A26Z&sr=c&sp=r&sig=Jtqtm1M2v5JYDgLfHPCXUQedn1mERDxhAO2AhQ%2Bh8x4%3D) ### Creating an Import File Important Your CSV import file can contain information on **up to 5,000 customers.** For import files containing more than 5,000 customers, please [reach out to Yotpo support](https://loyalty.yotpo.com/contact-support) so we can help you with the import process. Create a CSV spreadsheet that includes the relevant columns below: Notes - Your import file must include the customers' **Email.** Be sure your import CSV does not include any duplicates or empty cells. Add a cell value of **0** where you have empty cells. - Your import file **should not contain more than one line related to the same email address** as this may cause inconsistent point balances. - Your import file **should not contain commas** in any of the possible fields. For instance, make sure the email addresses only contain dots, for example - example@gmail.com **and not** example@gmail,com | **Column Title** | **Optional/Required** | **Description** | | --- | --- | --- | | Full Name | Optional | The customer's full name | | First Name | Optional | The customer's first name | | Last Name | Optional | The customer's last name | | Email | **Required** | The customer's email address | | Points Balance | Optional | The customer's current point balance | | Points Spent | Optional | The entire sum of spent points over the customer's lifetime | | Birthday (MM/DD) or (MM/DD/YYYY) | Optional | The customer's date of birth | | Anniversary (MM/DD) or (MM/DD/YYYY) | Optional | The customer's anniversary date for the "[Customer enters the date](/v1/docs/creating-an-anniversary-reward-earning-rule#anniversary-date-types)" anniversary type | | Phone Number | Optional | The customer's phone number (used usually with omnichannel loyalty) | | Customer External ID | Optional | The customer's external ID with your platform/system | | Opt In Status | Optional | Whether the customer is opted into the loyalty program. 1 = Opt In, 0 = Opt out. | | Opt In Date | Optional | Date and time when the customer opted in. ISO 8601 | > [!NOTE] > Importing customers with the Opt In fields > > Import behavior depends on the opt-in strategy set for the account. Learn more about [opt-in strategies](https://support.yotpo.com/v1/docs/en/loyalty-opt-in). > > **Opt In Strategy: Platform Account/API** > > - Importing new customers with a blank **Opt in status** field: Customers will be set to "opted out." They will not earn points due to this import. > - Importing existing customers that are opted out with blank **Opt in status** field: Customers will stay opted out and will not earn any points due to the import. > - Importing existing customers that are opted in with blank **Opt in status** field: Customers will stay opted in and will earn points due to the import. > - Importing new or existing customers with an **Opt in status:** Customers will be opted in according to the status set; it will override the existing status of existing customers. > > **Opt in Strategy: All Customers** > > - Importing new or existing customers with blank **Opt in status** field: Customers will be opted in. Points will be added due to import. > - Importing new or existing customers with **Opt in status** field set to false (0): Customers will be opted out and will not earn points due to import. ### Importing Your File To import customers and balances: 1. Access your Yotpo Loyalty & Referrals admin. 2. Enter the following URL: [**https://loyalty.yotpo.com/csv-import**](https://loyalty.yotpo.com/csv-import) 3. Map cells according to the import file you created in the previous section: 1. Select the column that corresponds with the relevant field in your import file 2. For example, pair column **A** with the number **1,** column **B** with the number **2**, etc. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/0d1e8ac9-a66e-4e2a-9ba4-33329588b0d6.png?sv=2026-02-06&spr=https&st=2026-11-10T10%3A42%3A26Z&se=2026-11-10T11%3A42%3A26Z&sr=c&sp=r&sig=Jtqtm1M2v5JYDgLfHPCXUQedn1mERDxhAO2AhQ%2Bh8x4%3D) 4. Mark any irrelevant Fields as **Not Present** ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/77e27c76-3ff4-4b72-9d9a-5be36ba9e76b.png?sv=2026-02-06&spr=https&st=2026-11-10T10%3A42%3A26Z&se=2026-11-10T11%3A42%3A26Z&sr=c&sp=r&sig=Jtqtm1M2v5JYDgLfHPCXUQedn1mERDxhAO2AhQ%2Bh8x4%3D) Tip You may include additional columns for Notes, Reason for Points Adjustment, etc. You can choose whether to communicate this information to customers later in the import process. ### Point Adjustments If necessary, you can make adjustments to existing points. #### Calculating spent points from lifetime points To calculate **Spent Points** (points spent by the customer that are no longer available) simply deduct the customer's current **Point Balance** from the customer's **lifetime points** (the total number of points accrued over the entire customer lifecycle). For example, if the customer's lifetime points are 950 points, and their point balance is 450 points, then the spent points are 500. #### Existing points ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/d8d2756a-7e01-49ac-be81-1d3814b9eace.png?sv=2026-02-06&spr=https&st=2026-11-10T10%3A42%3A26Z&se=2026-11-10T11%3A42%3A26Z&sr=c&sp=r&sig=Jtqtm1M2v5JYDgLfHPCXUQedn1mERDxhAO2AhQ%2Bh8x4%3D) You may **Replace existing points with new points** or **Add existing points to the new points**. If you are not importing points, please choose the **Add existing points** option. Replacing existing points with new points should only be done when launching a new program or re-starting a program. Important Choosing to replace the existing points with the new imported points will result in deleting the entire earning history of this customer. We recommend exporting customers before making any such adjustments. See more about [exporting customers](/v1/docs/importingexporting-points-and-customers#exporting-customers). ### Awarding Customers for Earning a Tier ![Award points or coupons when entering a new VIP tier setting.](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/award-points-and-coupons.png?sv=2026-02-06&spr=https&st=2026-11-10T10%3A42%3A26Z&se=2026-11-10T11%3A42%3A26Z&sr=c&sp=r&sig=Jtqtm1M2v5JYDgLfHPCXUQedn1mERDxhAO2AhQ%2Bh8x4%3D) This option allows you to choose whether to award customers with their VIP tier entry reward if the points import resulted in the customer earning the next tier. We recommend using the option to **Yes, award and alert customers** when importing bonus points, and the **No, don't award and alert customers** when using the import as part of a pre-launch migration, or when fixing data. ### Communicating Point Adjustments to Customers ![Reason for adjustment setting](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/reason-for-adjustment.png?sv=2026-02-06&spr=https&st=2026-11-10T10%3A42%3A26Z&se=2026-11-10T11%3A42%3A26Z&sr=c&sp=r&sig=Jtqtm1M2v5JYDgLfHPCXUQedn1mERDxhAO2AhQ%2Bh8x4%3D) If necessary, you may communicate the reason for a point adjustment to your customers. This can be done by creating an additional column in your import form and including the adjustment reason for every customer, or you may provide one collective reason applicable to all customers. If you select **Use a column in my spreadsheet to determine the reason**, make sure to map the column number in the relevant field. If you've selected **Use the same reason for every customer**, make sure to provide the reason in the relevant field. Importing points with each setting will be reflected in the customers' accounts as follows: 1. **No, just adjust the points**: This will import the point adjustments as not visible, and the reason in the customers' profiles will say "Replace by CSV" or "Adjustment from CSV" according to the setting set in **Existing Points**. 2. **Yes, use a column in my spreadsheet to determine the reason** / **Yes, use the same reason for every customer**: This will import the points as visible, and the reason in the customers' profiles will be the one indicated in the provided reason method. Note It is not possible to import the reason with commas, regardless of how the reason is provided ### Submitting Your Import File Once you've verified that your import file is complete and does not contain any duplicates or blank cells, click **Choose File**, select the relevant file, and then click the **Import** button at the bottom of the page. Important Depending on the volume of the import, it may take anywhere from 1 minute to 24 hours for the import to complete. To ensure a successful import process, be sure to allow at least one hour before deactivating any point-based programs after submitting your import file. ## Exporting Customers In the Customers section, you can view a list of all your customers. To export customer information, click the **Export all** button in the top-right corner of the screen. Clicking the button initiates the export process. Depending on the number of customers being exported, the process may take a few minutes to complete. Once the export is ready, the file will be sent to the Yotpo account owner’s email address, which is also displayed when you initiate the export: ![Export in progress modal](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/export-in-progress.png?sv=2026-02-06&spr=https&st=2026-11-10T10%3A42%3A26Z&se=2026-11-10T11%3A42%3A26Z&sr=c&sp=r&sig=Jtqtm1M2v5JYDgLfHPCXUQedn1mERDxhAO2AhQ%2Bh8x4%3D)